Focus Partners Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175M | Buy |
2,102,037
+273,264
| +15% | +$22.8M | 0.38% | 52 |
|
|
2025
Q1 | $138M | Sell |
1,828,773
-531,163
| -23% | -$40.2M | 0.35% | 58 |
|
|
2024
Q4 | $166M | Buy |
2,359,936
+50,709
| +2% | +$3.56M | 0.43% | 46 |
|
|
2024
Q3 | $180M | Buy |
2,309,227
+1,202,530
| +109% | +$93.9M | 0.57% | 32 |
|
|
2024
Q2 | $80.4M | Buy |
1,106,697
+776,671
| +235% | +$56.4M | 0.27% | 88 |
|
|
2024
Q1 | $24.5M | Buy |
330,026
+89,479
| +37% | +$6.64M | 0.2% | 132 |
|
|
2023
Q4 | $16.9M | Buy |
+240,547
| New | +$16.9M | 0.22% | 119 |
|